Institutional Ownership Schwab Us Aggregate Bond ETF (SCHZ)
This table provides information about the institutional ownership of Schwab Us Aggregate Bond ETF (SCHZ). We have compiled data on the 705 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
409
shares
|
$9,468
0.0% of portfolio
|
Q1 2025
Reduced 99.22%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
409
shares
|
$9,468
0.0% of portfolio
|
Q3 2022
Reduced 73.06%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
393
shares
|
$9,097
0.0% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Gpwm LLC
|
Apr 22, 2025 Q1 2025 |
389
shares
|
$9,005
0.01% of portfolio
|
Q1 2025
Added 23.1%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
376
shares
|
$8,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
376
shares
|
$8,704
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
308
shares
|
$7,130
0.0% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
306
shares
|
$7,083
0.0% of portfolio
|
Q1 2025
Reduced 65.38%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
290
shares
|
$6,713
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
282
shares
|
$6,528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
280
shares
|
$6,482
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
264
shares
|
$6,111
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
262
shares
|
$6,065
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
220
shares
|
$5,093
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
214
shares
|
$4,954
0.0% of portfolio
|
Q2 2023
Reduced 1.38%
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
200
shares
|
$4,630
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
188
shares
|
$4,352
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
180
shares
|
$4,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
175
shares
|
$4,051
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
174
shares
|
$4,028
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
160
shares
|
$3,704
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
160
shares
|
$3,704
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
138
shares
|
$3,194
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
136
shares
|
$3,148
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
130
shares
|
$3,009
0.0% of portfolio
|
Q4 2024
Added 100.0%
|